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#1
February 15th 06, 02:57 PM
posted to microsoft.public.outlook.contacts
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Allow Mail Merge from Task with Contacts
I am trying to get the most out of Outlook as a Contact Management tool.
Since I cannot create a template plan and assign that plan to one or many contacts. The Plan would include letters at different times (that are triggered by the completion of a previous event...much like Microsoft Project - which is too expensive for a small business). So for prospects I build recurring tasks of which I add the contacts that it pertains to. So each week or month the task reappears that I need to Send a Letter to those contacts. It would be real nice if I could, from that task be able to create a Mail Merge to those contacts that are within the list. Otherwise I have to get the list from the task...go to the contacts and find them to do the mail merge. What a pain! The method of using categories or such is not efficient. I have over 1000 contacts and using contact folders or categorieds for a group of 5 or six based on a week of the year would get overwhelming too. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/office/comm...tlook.contacts 
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#2
February 16th 06, 01:35 AM
posted to microsoft.public.outlook.contacts
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Allow Mail Merge from Task with Contacts
Outlook is a PIM (Personal Information Manager). You are after CRM
(Customer Relationship Management) functionality. There are many CRM software add-ons to Outlook. Have a search and check them out. Judy Gleeson - MVP Outlook Acorn Training and Consulting Canberra, Australia see what Outlook training can do to improve productivity: http://www.acorntraining.com.au/pdfd...ithOutlook.pps www.acorntraining.com.au/productivit.htm "Schultzie" wrote in message ... I am trying to get the most out of Outlook as a Contact Management tool. Since I cannot create a template plan and assign that plan to one or many contacts. The Plan would include letters at different times (that are triggered by the completion of a previous event...much like Microsoft Project - which is too expensive for a small business). So for prospects I build recurring tasks of which I add the contacts that it pertains to. So each week or month the task reappears that I need to Send a Letter to those contacts. It would be real nice if I could, from that task be able to create a Mail Merge to those contacts that are within the list. Otherwise I have to get the list from the task...go to the contacts and find them to do the mail merge. What a pain! The method of using categories or such is not efficient. I have over 1000 contacts and using contact folders or categorieds for a group of 5 or six based on a week of the year would get overwhelming too. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/office/comm...id=97e84248-c4 3a-45a5-9bf2-a338eb841ee6&dg=microsoft.public.outlook.contacts
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#3
February 16th 06, 02:00 AM
posted to microsoft.public.outlook.contacts
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Allow Mail Merge from Task with Contacts
Well aware of what CRM is...I spent 15 years in the industry. It is just a
shame that a function that I asked for...seemingly so simple to code and valuable to so many people would be withheld. So I spend 400US dollars on Office Professional and to MANUALLY maintain contact with my customers, I have to spend more money. Do you work for one of the 'Add-on" software companies? "Judy Gleeson MVP - Outlook" wrote: Outlook is a PIM (Personal Information Manager). You are after CRM (Customer Relationship Management) functionality. There are many CRM software add-ons to Outlook. Have a search and check them out. Judy Gleeson - MVP Outlook Acorn Training and Consulting Canberra, Australia see what Outlook training can do to improve productivity: http://www.acorntraining.com.au/pdfd...ithOutlook.pps www.acorntraining.com.au/productivit.htm "Schultzie" wrote in message ... I am trying to get the most out of Outlook as a Contact Management tool. Since I cannot create a template plan and assign that plan to one or many contacts. The Plan would include letters at different times (that are triggered by the completion of a previous event...much like Microsoft Project - which is too expensive for a small business). So for prospects I build recurring tasks of which I add the contacts that it pertains to. So each week or month the task reappears that I need to Send a Letter to those contacts. It would be real nice if I could, from that task be able to create a Mail Merge to those contacts that are within the list. Otherwise I have to get the list from the task...go to the contacts and find them to do the mail merge. What a pain! The method of using categories or such is not efficient. I have over 1000 contacts and using contact folders or categorieds for a group of 5 or six based on a week of the year would get overwhelming too. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/office/comm...id=97e84248-c4 3a-45a5-9bf2-a338eb841ee6&dg=microsoft.public.outlook.contacts
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#4
February 16th 06, 03:39 AM
posted to microsoft.public.outlook.contacts
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Allow Mail Merge from Task with Contacts
No. I don't work for a CRM company. I own a training company.
My signature block clearly shows my company name, web site, city and country. Judy Gleeson - MVP Outlook Acorn Training and Consulting Canberra, Australia see what Outlook training can do to improve productivity: http://www.acorntraining.com.au/pdfd...ithOutlook.pps www.acorntraining.com.au/productivit.htm "Schultzie" wrote in message ... Well aware of what CRM is...I spent 15 years in the industry. It is just a shame that a function that I asked for...seemingly so simple to code and valuable to so many people would be withheld. So I spend 400US dollars on Office Professional and to MANUALLY maintain contact with my customers, I have to spend more money. Do you work for one of the 'Add-on" software companies? "Judy Gleeson MVP - Outlook" wrote: Outlook is a PIM (Personal Information Manager). You are after CRM (Customer Relationship Management) functionality. There are many CRM software add-ons to Outlook. Have a search and check them out. Judy Gleeson - MVP Outlook Acorn Training and Consulting Canberra, Australia see what Outlook training can do to improve productivity: http://www.acorntraining.com.au/pdfd...ithOutlook.pps www.acorntraining.com.au/productivit.htm "Schultzie" wrote in message ... I am trying to get the most out of Outlook as a Contact Management tool. Since I cannot create a template plan and assign that plan to one or many contacts. The Plan would include letters at different times (that are triggered by the completion of a previous event...much like Microsoft Project - which is too expensive for a small business). So for prospects I build recurring tasks of which I add the contacts that it pertains to. So each week or month the task reappears that I need to Send a Letter to those contacts. It would be real nice if I could, from that task be able to create a Mail Merge to those contacts that are within the list. Otherwise I have to get the list from the task...go to the contacts and find them to do the mail merge. What a pain! The method of using categories or such is not efficient. I have over 1000 contacts and using contact folders or categorieds for a group of 5 or six based on a week of the year would get overwhelming too. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/office/comm...id=97e84248-c4 3a-45a5-9bf2-a338eb841ee6&dg=microsoft.public.outlook.contacts
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